Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on Apr 30, 2024, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2024, the filing reported:
New Buys - Federal Agricultural Mortgage C, Alaska Air Group, Inc., Altimmune, Inc., Abercrombie & Fitch Company, Bank of America, and 91 more
Increases - AAON, Inc., Arcosa, Inc., iShares MSCI ACWI ETF, Agree Realty Corporation, Aegon Ltd. New York Registry Sh, and 297 more
Reductions - Agilent Technologies, Inc., Advance Auto Parts Inc., Apple Inc., AbbVie Inc., Ambev S.A., and 670 more
Complete Exits - Ameris Bancorp, Agnico Eagle Mines Limited, Affiliated Managers Group, Inc., A.O. Smith Corporation, APA Corporation, and 128 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2024
|
A
Agilent Technologies, Inc.
|
Sell |
-6,817
|
|
Q1 2024
|
AAON
AAON, Inc.
|
Buy |
+21
|
|
Q1 2024
|
AAP
Advance Auto Parts Inc.
|
Sell |
-4,388
|
|
Q1 2024
|
AAPL
Apple Inc.
|
Sell |
-12,952
|
|
Q1 2024
|
ABBV
AbbVie Inc.
|
Sell |
-10,873
|
|
Q1 2024
|
ABCB
Ameris Bancorp
|
Sell - Position Exit |
-4,130
|
|
Q1 2024
|
ABEV
Ambev S.A.
|
Sell |
-503,565
|
|
Q1 2024
|
ABNB
Airbnb, Inc.
|
Sell |
-1,753
|
|
Q1 2024
|
ABT
Abbott Laboratories
|
Sell |
-11,428
|
|
Q1 2024
|
ACA
Arcosa, Inc.
|
Buy |
+49
|
|
Q1 2024
|
ACN
Accenture plc
|
Sell |
-6,685
|
|
Q1 2024
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+41,404
|
|
Q1 2024
|
ACWX
iShares MSCI ACWI ex U.S. ETF
|
Sell |
-12,821
|
|
Q1 2024
|
ADBE
Adobe Inc.
|
Sell |
-1,214
|
|
Q1 2024
|
ADC
Agree Realty Corporation
|
Buy |
+297
|
|
Q1 2024
|
ADI
Analog Devices, Inc.
|
Sell |
-1,681
|
|
Q1 2024
|
ADM
Archer-Daniels-Midland Company
|
Sell |
-4,083
|
|
Q1 2024
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-6,675
|
|
Q1 2024
|
ADSK
Autodesk, Inc.
|
Sell |
-3,266
|
|
Q1 2024
|
AEE
Ameren Corporation
|
Sell |
-1,021
|
|
Q1 2024
|
AEG
Aegon Ltd. New York Registry Sh
|
Buy |
+2,002
|
|
Q1 2024
|
AEM
Agnico Eagle Mines Limited
|
Sell - Position Exit |
-14,077
|
|
Q1 2024
|
AEP
American Electric Power Company
|
Sell |
-5,286
|
|
Q1 2024
|
AER
AerCap
|
Buy |
+334
|
|
Q1 2024
|
AES
The AES Corporation
|
Sell |
-5,149
|
|
Q1 2024
|
AFL
AFLAC Incorporated
|
Sell |
-3,285
|
|
Q1 2024
|
AFRM
Affirm Holdings, Inc.
|
Sell |
-14,728
|
|
Q1 2024
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+140,152
|
|
Q1 2024
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Sell |
-8,888
|
|
Q1 2024
|
AGL
agilon health, inc.
|
Sell |
-31
|
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